The core of the program takes place over [5] 1:1 video meetings. However, the real transformation happens in the time between our calls. Because we are rewiring your behavioral habits, my coaching is designed to keep you supported and accountable every step of the way. Here is what the full process looks like: • The 1:1 Sessions: We will use our dedicated meeting time to dive deep into your numbers, uncover the psychology behind your spending, and build your custom Dollar Charting roadmap. • Bite-Sized Homework: At the end of every session, you’ll receive clear, actionable steps to implement before we meet again. The homework is designed to be highly effective without overwhelming your already busy schedule. • Direct Check-In Messages: You won't be left on an island between meetings. You will have direct access to me via messaging for quick questions, ongoing accountability, and to celebrate your wins as you execute your game plan.

Think of this as a quick get-to-know-you call, not a high-pressure sales pitch. We will discuss your current financial knowledge, stressors, and what your big "dream purchases" are. I will let you know whether the Dollar Charting system is the right fit for your specific situation. No math or spreadsheets required—just a conversation about where you are, where you want to be, and if we can help you.

Total transparency: I am currently running a highly limited "Beta" phase. My goal right now is to gather a few more powerful case studies and testimonials from healthcare professionals before I officially raise the 1-on-1 coaching rate to my standard $2,000 price point. By claiming one of these initial spots, you get $2,000 worth of premium, white-glove coaching for just $300. In exchange, all I ask is that you let me share your success story when you graduate!

Absolutely not. You will never share your passwords, logins, or account numbers with me. However, you need to know your logins and have them handy for yourself. To build your custom roadmap, you will need to log into your own accounts to identify your exact monthly expenses—like your rent, car payments, student loans, investments, and any other financial accounts you have. You stay in 100% control of your own accounts at all times, while we focus entirely on the strategy and behavioral math.